Flattened Alibaba
Analysts have a neutral view of Alibaba (BABA) going into 2022. They see revenue across all business lines slowing from pandemic levels. But growth rates are still strong, and new business lines are just in their infancy. The negativity among analysts is palatable. Longer term, they maybe overdone.
Fund Review: Jennison
Jennison, perhaps unsurprisingly, has had a super year with its tech heavy allocations. Ecommerce, payment systems and cloud computing have led it to its top tier ranking at Citywire.